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“We Found A Union Authorization Card – Now What?”

union authorization card

Looking for an employee, you casually walk into the breakroom to check for the person, and there it is – a union authorization card laying in plain sight on one of the tables. The card is a form the employee signs to designate a particular union as a bargaining agent. Feeling at a loss as to what comes next is a normal initial reaction, especially if you had no idea your employees were talking to union representatives. It only takes 30 percent of employees in a bargaining unit to sign cards for the National Labor Relations Board to agree to hold a union election. It takes 50 percent plus one employee to give the union the right to demand you accept the union without holding an election. This is called “card check,” and while you aren’t likely to agree to it, it’s better to never reach that point.

One Misstep Can Lead to Unionization

What are the implications of finding the union authorization card and knowing where it could lead? First, you mentally prepare for tackling a process to legally convince employees that joining a union isn’t a good decision. Like unions and employees, employers do have legal rights, and they’re designed to keep the union campaign as fair as possible for everyone involved.

What is critical is that you don’t start making accusations or off-the-cuff remarks because this makes it more likely you will be accused of unfair labor practices, creating a “chilling effect” or discouraging employees from exercising their NLRA Section 7 & 8(a)(1) rights to self-organize. One misstep is all it takes. For example, running out of the break room to interrogate whoever you think may be involved is a sure way to create a chilling effect and will inevitably lead to a formal complaint being filed with the NLRB.

Always staying within the limits of the law is crucial to staying union-free and avoiding expensive NLRB cases. There are four methodical steps to follow that will guide you through the process for legally responding to attempts to unionization. It’s only four steps, but each includes a set of critical activities.

Carefully and Thoroughly Follow the Steps

You found the union authorization card, and it’s time to put an action plan in place to respond. The card’s appearance likely means some of your employees have been meeting for a while with union representatives. The four steps in a solid legal action plan are: Investigate, Assess, Strategize, Act

1. Investigate

Investigating union activity requires knowledge of the law and NLRB decisions concerning the types of questions and statements employers can make. To make it simpler to remember what is allowed, think of the acronyms T.I.P.S. and F.O.E.

  • T.I.P.S. Rule – Don’t Threaten employees, Interrogate employees about their support for the union, make Promises of rewards for not supporting unionization or conduct Surveillance of employees and union activity
  • F.O.E. Rule – Share the Facts, share personal Opinions and talk about specific Examples

Keeping the two rules in mind, you can ask employees questions in a non-threatening and non-interrogatory manner. You’re advised to consult a labor attorney so the person is involved from the beginning of the process and can provide guidance through the four steps and assist with developing an accurate assessment of the situation.

Carefully choose the employees you talk to. Remembering the consequences of creating a chilling effect, the purpose is not to interrogate employees about union activities or to criticize unions. It’s to find out the reasons employees are talking to union representatives. You can ask trusted employees if they know of employees who are upset with anything – policies, schedules, pay, benefits, supervisors and so on.

You should also talk to supervisors, and ask them if they have observed unusual employee behaviors. There are innocuous signs of union organizing activity that are overlooked until a holistic view is taken. For example, employees take long breaks together and suddenly quit talking when a supervisor walks into the break room. Are employees lingering in the parking lot and involved in deep conversation among themselves or with someone who is not an employee? It’s the change in behaviors that indicate potential union activity.

Also ask supervisors if they have noticed a change in employee language. Increased use of typical union and NLRB words indicates employees have been talking to union representatives. Words like “grievance,” “just cause,” “arbitration” and “seniority” are the language of unionization. Employee language gets more formal too. For example, an employee would normally say, “I don’t understand this schedule change. Seems unfair to me. Think I’ll complain to my supervisor!” becomes “My supervisor violated my rights, so I’m going to file a grievance.”

Other indications that employees are considering organizing is when your managers begin began receiving reports from frontline supervisors concerning employee defiance, and/or employees are unusually cool towards or avoid management, regularly challenge work rules, express unhappiness with even small changes in the workplace and project a sense of resentment of management. A workforce that has been cooperative in the past, and willing to communicate with their supervisors, adopt a we-they attitude.

2. Assess The Situation

Employee engagement is crucial to keeping unions of the workplace. When employees decide to listen to unions, it may be they have been disengaging over a period of time. This occurs for many reasons.

Perhaps your organization implemented policy changes in benefits, hours of operation, work rules, pay scale or any of a variety of perks. Have employees expressed frustration or anger surrounding any known issues? Sometimes, it is a matter of poor communication between employees and management, and the employee-employer relationship erodes over time. However, lowered engagement levels could also be due to a general change in an organization’s culture. If employees perceive the culture as less supportive or even negative, and begin to develop the we-they attitude in which its employees against management, unions are likely to make an appearance.

You must ask yourself if there any other factors, internal or external, that might have played a role in the union getting a foot in the door. Did a competitor’s business recently unionize? Did your company reorganize? Are your supervisors well-trained on your union-free philosophy? Did you hire unpopular managers? Do managers know how to respond to complaints, engage employees and explain the union-free philosophy? Your company may have inadvertently allowed itself to become vulnerable to union organizing by not transparently addressing internal and external factors.

An assessment should also try to discover the status of the union campaign. The authorization card you found in the break room may be a single card, one of a few cards or one of many. How far along is the campaign? Is the union campaign just getting started, or is the union getting close to getting enough cards signed to move ahead with an election? It’s not easy to get the answers you seek, but it’s important to try.

3. Strategize

After investigating and assessing the situation, it is time to develop a strategy and an implementation plan. The strategy and the speed of implementation depends on the status of the unionization effort. In every case, your supervisors need to be knowledgeable of events and know how to go forward with answering employee questions, promoting the advantages of working for the company and communicating the employer’s stance on unions. Your supervisors are the frontline and mid-managers who work directly with the largest number of employees. They are the people who have the most influence over employees, get the first opportunities to recognize the signs of unionization and can help keep your company union free.

You need to provide your supervisors with the tools and information that enable them to answer employee questions with accuracy and without violating the law. The tools include web-based training programs, like videos and eLearning programs. It’s important to regularly update the information, so supervisors have the most powerful and accurate information available at all times.

Another strategy for avoiding unionization is keeping all your employees educated on unions. Chances are many of your employees need to learn about the National Labor Relations Act and the rights, role and responsibilities of employees, employers and unions. Unions are experts at organizing. Like salespeople, they know what to say and how to present themselves in a convincing manner.

One common approach of unions is to minimize the value of an employee’s signature on the union authorization card. For this reason, it’s critical to educate your supervisors and employees on the facts about union authorization cards – what they are, what they mean and why the employee signature is so valuable to the union. Unions like to convince employees to sign cards by saying, “Just give it a try. You can always vote the union out later.” What they don’t tell employees is that it’s difficult to decertify a union once it’s in place, and decertification can turn into a very long process.

Supervisors need to understand the full ramifications of employee signatures on authorization cards for the simple reason they need to be able to respond when an employee says, “My signature doesn’t mean I’ll vote for the union during an election.” The employee clearly doesn’t fully understand the union strategy, how unions operate and the potential consequences. Your supervisors should be able to explain, in a non-threatening manner, all the implications of signing the card.

Well-prepared employers have a “dark” website always ready for fast launch. The dark website is an employee-focused communication tool designed to educate employees on the facts about unions as well as and sharing the company’s philosophy on unions. Some companies keep the website dark until a union campaign starts, while other employers make it live immediately after its development as part of their strategy to educate workers on their union-free operating philosophy. The strategy you implement depends on your unique situation and culture.

4. Act

With a strategy and execution plan prepared, it is time to act. Following are a series of steps in an action plan:

  • Take the dark website live, if it is not already
  • Implement an online resource for supervisors to keep them informed
  • Show the video “Speak Up: The NLRA Explained” to demonstrate to employees that you know the law, will adhere to the law and want to share factual versus emotional information (unions operate a lot on emotions)
  • Show the video “Little Card, Big Trouble” which educates employees on the real power of the union authorization card (can be shown first if you think a number of cards have been signed)
  • Show a video on the “Cost of Unionization” so employees understand the real and full financial impact of unions on their paycheck, the company and communities
  • Show a video on “Decertification” to explain the process and how difficult it is to end unionization once it’s in place, combatting the “just give us a try” mentality

Opportunity for Transparency

Don’t just show the videos. Give employees opportunities to ask questions and hopefully provide insights on why they’re interested in unionizing. Transparency is important. Once reason employees talk to unions is because they believe their employer is not open and honest about things like its policies and goals. Finding the union authorization card gives you an excellent chance to act transparently.

Anything to do with unions is complicated because of both the legal implications and emotions that are involved. However, finding a union authorization card in the breakroom does not automatically mean unionization is a sure thing. It’s part of your obligation as an employer to meet your employees’ need for information, education and transparency before they make make that decision.

About the author

Walter Orechwa

Walter is Projections’ CEO and the founder of UnionProof & A Better Leader. As the creator of Union Proof Certification, Walter provides expert advice, highly effective employee communication resources and ongoing learning opportunities for Human Resources and Labor Relations professionals.

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